Eli Lilly

UnitedHealth Group

Johnson & Johnson

AbbVie

Merck

Abbott Labs

Thermo Fisher Scientific

Intuitive Surgical

Amgen

Danaher

Health Care Select Sector SPDR Fund

XLV tracks health care stocks from within the S&P 500 Index, weighted by market cap.

First Trust Nasdaq Pharmaceuticals ETF 

iShares U.S. Pharmaceuticals ETF

iShares U.S. Healthcare ETF

VanEck Vectors Pharmaceutical ETF

Johnson & Johnson (JNJ) continued with its long streak of earnings beat but lagged revenue estimates.

JNJ Beats Q1 Earnings Estimates, Misses on Sales: ETFs in Focus

FedEx

HCA Healthcare

Host Hotels & Resorts

iShares U.S. Oil Equipment & Services ETF

Murphy USA

Real Estate Select Sector SPDR Fund

SPDR S&P Transportation ETF

U.S. inflation jumped in March, surpassing expectations primarily due to higher petrol and shelter costs, dashing hopes of a June interest rate cut by the Fed.

4 Sector ETFs & Stocks to Benefit From Hot Inflation

Ascendis Pharma

Cytokinetics

DexCom

Edwards Lifesciences

Tema Obesity & Cardiometabolic ETF

iShares Nasdaq Biotechnology ETF

Medtronic

Novo Nordisk

SPDR S&P 500 ETF Trust

Viking Therapeutics

Vertex Pharmaceuticals

A new exchange-traded fund needs an edge to attract investors. This might be its industry focus — a tall order in a crowded market with ETFs covering just about any industry you can imagine.

This weight-loss ETF has performed well in its first five months. How does it compare with cheaper alternatives?

Dycom Industries

Brinker International

Invesco Dynamic Leisure and Entertainment ETF

Invesco Dynamic Building & Construction ETF

The U.S. economy added 303, 000 jobs last month. That data breezed past expectations for 205, 000 job gains, according to FactSet consensus estimates, as quoted on CNBC.

3 Sector ETFs & Stocks to Bet on March Jobs Data

Much chatter has been devoted to what's needed for the U.S. stock market rally to continue this year. A big one on the to-do list?

This was a hot and promising sector for 2024. That's over, says one strategist.

XLV tracks the 64 Health Care stocks in the S&P 500 Index. Its expense ratio is 0.10% and the ETF has over $40 billion in assets under management. With a 12% weighting in the S&P 500 Index, Health Care is already well-represented in most portfolios. Attractive fundamentals should support a buy rating, but that's not the case today. Except for Eli Lilly and a handful of others, XLV lacks the growth potential to support its excessive valuation, which rivals SPY on forward earnings and trailing cash flow.

XLV: Fundamentals Don't Support Overweighting Health Care

ALPS Equal Sector Weight ETF

Communication Services Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Capital markets appear content with playing the rate cut waiting game as the S&P 500 continues to rise to new highs. Meanwhile, renewed volatility could make investors reconsider adding an equal weight strategy to their portfolios.

Consider an Equal Weight Strategy Amid Renewed Volatility

iShares US Infrastructure ETF

Industrial Select Sector SPDR Fund

In the ongoing bull market, tech stocks have mainly driven the rally. However, with the rally expanding over the last few months, indicating a significant enhancement in market breadth.

4 Best Sector ETFs to Play Now

VanEck Vectors Biotech ETF

Jared Ablass, Vice President, Portfolio Research at TD Asset Management, speaks with Greg Bonnell about how the biotech sector could benefit once rates start to come down. Why beaten down Biotech stocks could be ready for a healthy recovery.

Why Biotech Stocks May Be Ready For A Recovery

Global X Longevity Thematic ETF 

Healthcare stocks started the year off very strongly as investors cheered the sector's advances. Among the sector's catalysts have been continued, strong enthusiasm for a new class of weight-loss drugs called GLP-1 and Nvidia's decision, disclosed earlier this month, to invest in a medical imaging company and a firm that uses artificial intelligence ( AI ) to speed up the drug discovery process.

The 3 Hottest Healthcare ETFs to Buy in 2024

Health Care Select Sector SPDR Fund is recommended as a buy due to its strong mix of holdings, low expense ratio, and noteworthy dividend yield. XLV has outperformed its peer health care ETFs in terms of one-year performance and has a relatively low correlation to the overall market. XLV's top holdings, including Eli Lilly, UnitedHealth Group, and Johnson & Johnson, have shown consistent growth and profitability.

XLV: Low-Cost Exposure To A Defensive Sector, While Achieving Strong Performance

Roundhill Magnificent Seven ETF

Consumer Discretionary Select Sector SPDR Fund

The Q4 of 2023 earnings season has emerged as a surprising success story. However, the cautionary note is that these gains come after a substantial reduction in earnings forecasts, and the outlook for the future remains uncertain.

Should You Be Overwhelmed by Solid Q4 Earnings? ETFs to Play

iShares U.S. Aerospace & Defense ETF

SPDR S&P Retail ETF

The fourth quarter earnings reporting cycle is ongoing. Though investors' top focus remains on bottom line during an earnings reason, top line probably tells you more about the inherent strength of a company.

5 Sector ETFs to Play for Revenue Growth in Q4

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Large bank stocks such as Berkshire Hathaway Inc. NYSE: BRK.B, JPMorgan Chase & Co. NYSE: JPM, and Citigroup Inc. NYSE: C are up in the past month as it's become clear that interest rates will remain high for the foreseeable future.

Can financial, healthcare, energy stocks rise as rates stay high?

American Eagle Outfitters

North American Energy Partners

The U.S. economy added 353,000 for the month, much better than the Dow Jones estimate for 185,000 (as quoted on CNBC).

3 Sector ETFs & Stocks to Bet on Superb January Jobs Data

Harbor Health Care ETF

Horizon Kinetics Medical ETF

Eli Lilly and Company (LLY) posted robust fourth-quarter 2023 earnings, beating estimates on both the top and bottom lines driven by strong sales of its diabetes and weight-loss treatments.

ETFs to Buy as Mounjaro Powers Eli Lilly's Q4 Earnings Beat

Vanguard Total Bond Market ETF

Vanguard Short-Term Bond ETF

BlackRock Ultra Short-Term Bond ETF

Janus Henderson AAA CLO ETF

PIMCO Enhanced Short Maturity Active ETF

Vanguard High Dividend Yield ETF

Consider bond ETFs from Vanguard, dividends, and growth stocks as cash moves off the sidelines.

King Cash Is Being Dethroned. What to Buy Now.

First Trust NASDAQ Global Auto Index Fund

iShares U.S. Industrials ETF

SPDR S&P Homebuilders ETF

Powell expressed confidence in the economic growth and jobs market. Amid the strong economy, investors could be well served by ETFs from top-ranked sectors.

Forget Rate Cuts, Buy Top-Ranked Sector ETFs

Fidelity MSCI Health Care ETF

Vanguard Health Care ETF

SPDR S&P Biotech ETF

The healthcare sector presents a unique investment opportunity in 2024 due to attractive valuation and uncorrelated/robust cashflow of healthcare. Biopharma companies have pricing power and ability to adjust drug prices in line with inflation, providing advantage in inflationary environment.

Healthcare In 2024: Navigating The Biopharma Bull Run

McKesson

Viatris

Chart-watchers are growing increasingly bullish on health-care stocks now that they have become the best-performing sector of the S&P 500 so far in 2024, according to Dow Jones Market Data. Analysts have cited attractive valuations relative to earnings and a compelling growth story as two reasons health-care stocks might continue to outperform.

Charts turn bullish on health-care stocks as sector takes early lead in 2024

BlackRock Health Sciences Trust II

Saba Capital Income & Opportunities Fund

Blackrock Floating Rate Income Strategies Fund Inc

abrdn Healthcare Investors 

Nuveen AMT-Free Municipal Value Fund

OFS Credit Company Inc

Invesco S&P 500 Equal Weight ETF

Special Opportunities Fund Inc

Equity and fixed-income markets had another strong month in December, driven by continuing retreating risk-free Treasury rates. We even saw an improvement in the breadth of the overall market, with broader participation lifting some of the beaten-down sectors for the year. That said, closed-end fund discounts remain historically wide, and that continues to drive opportunity in the CEF wrapper.

5 Closed-End Fund Buys In The Month Of December 2023 (Plus 1 Sell)

iShares U.S. Healthcare Providers ETF

The largest U.S. health insurer UnitedHealth Group (UNH) reported better-than-expected fourth-quarter 2023 results but medical costs rose more than expected for the first time in two years.

UnitedHealth Beats on Q4 Earnings, Shares Slip: ETFs in Focus

For investors seeking momentum, Health Care Select Sector SPDR ETF XLV is probably on the radar. The fund just hit a 52-week high and is up 15.5% from its 52-week low price of $122.59/share.

Healthcare ETF (XLV) Hit a 52-Week High

Cigna

Elevance Health Inc

Humana

Incyte

Insulet

Zoetis

Each earnings reporting season, you can count on a flurry of articles with headlines saying companies “beat” consensus estimates for quarterly profits. But that “success” alone means nothing.

Here are Wall Street's favorite stocks in the sector expected to grow profits the most in 2024

Citigroup

If the economy were to start showing clear signs of weakening, defensive healthcare stocks such as UnitedHealth, Humana, and Cigna would look relatively attractive.

Healthcare Stocks Are Trying to Break Out. What They Need Now.

News for Health Care Select Sector SPDR Fund ETF (XLV)